Co-Founder & CEO - AI WealthTech
About the role
The new venture is revolutionizing how financial advisors process information to deliver proactive, personalized guidance at scale. It targets small to mid-sized wealth management firms, enabling advisors to deliver better client experiences, boost retention, and accelerate AUM. Today's advisors are overwhelmed by fragmented tools, nonstop headlines, and the pressure to deliver high-touch service across hundreds of clients. Weli acts as a second brain for advisors, surfacing insights, anticipating client needs, and streamlining engagement.
Responsibilities
- Lead the roadmap
- Own customer discovery
- Refined the wedge
- Translate insights into a focused GTM plan
- Build the product
- Work with FutureSight's product/engineering pod to launch V1
- Win customers
- Run pilots
- Shape pricing
- Validate retention + expansion
- Raise capital
- Lead the seed raise with our support, backed by real traction
- Build your team
- Hire your founding team
- Set the cultural foundation
Requirements
You bring:
- Founder-level drive
- Startup scrappiness
- Previous founding experience
- Risk appetite and capacity
- GTM chops
- Fundraising fluency
- People leadership
Qualifications
You have:
- Exposure to WealthTech, AI agents/LLMs, or highly regulated industries
Skills
Skills required include:
- Strong leadership skills
- Experience in B2B SaaS sales, marketing, and customer engagement
- Ability to build and lead a team
- Knowledge of financial services and wealth management
- Experience in fundraising and securing capital
Benefits
Benefits include:
- Access to a proven studio team with experience in successful software ventures
- Initial pre-seed funding for early hires and building the MVP with potential for follow-on funding
- Access to our investor and advisor network
Pay
Compensation details are confidential but competitive for a founder-led startup.
Schedule
The role requires full-time commitment with flexibility for remote work.
What We Bring
We bring:
- Validated problem & early market pull
- Studio bench strength
- Capital commitment
What You Bring
You bring:
- Founder-level drive
- Startup scrappiness
- Previous founding experience
- Risk appetite and capacity
- GTM chops
- Fundraising fluency
- People leadership
What You Can Expect
Daily active engagement with our team to launch initial product, achieve initial market traction, and prepare for seed fundraise.
What We Offer
We offer:
- Diversity, equity, and inclusion commitment
- Competitive compensation
- Flexible working arrangements
- Access to a supportive and experienced team
How to Apply
If this is the perfect opportunity for you, we want to hear from you! Submit your resume and LinkedIn profile and tell us more about why you think we should chat!